Comprehensive Wealth Management Made Easy
Origin presents a groundbreaking approach to financial wellness software, making wealth management more accessible and comprehensive than ever. Designed for those seeking to actively engage in their financial growth, Origin enables users to track, invest, get advice, and protect their assets with ease. By uniting their finances, it offers a holistic view of net worth, spending habits, investments, real estate, and equity. With secure account connections, users gain a complete overview of assets and liabilities, allowing for seamless spending tracking and budgeting. Features like the high-yield cash account and automated index investing propel wealth growth, while thematic stock bundles add diversity. Real-time AI insights, complemented by expert human guidance, elevate money management by analyzing portfolios and assisting with retirement planning. Users receive instant notifications on spending, investments, and credit score changes, ensuring they stay informed. Personalized support is available through one-on-one expert meetings, offering tailored recommendations for every financial milestone.
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Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Not available
Pricing Plans
Origin Custom
Features
Disclaimer: The pricing details were last updated on 10/10/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Origin Pricing
83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Origin Financial ...
Origin Financial:...
What are the top alternatives for Origin?
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Does Origin provide API?
No, Origin does not provide API.
Vendor Details
Boston, MassachusettsSocial Media Handles
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